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Please contact our office to discuss what meeting option best fits your situation.
Virtual Appointments
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
People establishing estate plans need to take many different matters into consideration. They may need to think about the relationships among their beneficiaries and the value of different assets. They may also need to consider issues that could reduce what their...
In many cases where someone needs a guardian, that person is a minor. Minors are not legally allowed to make certain decisions on their own, so they need a guardian to do so. This is why guardianship designations are used in estate plans, as parents want to choose...
People who fund special needs trusts typically want to provide a beneficiary who cannot live independently with long-term support. Parents, for example, might fund trusts to ensure that their children with special needs have supplemental resources or access to the...
No one likes to think about a time when they might be seriously ill or injured. It’s a rather uncomfortable subject. However, life happens, and a serious health crisis can leave your loved ones struggling to make critical decisions on your behalf. Imagine your spouse...
When friends and family have casual discussions about wills, they often think about a last will and testament. Although this estate planning tool helps honor your asset distribution’s directives and your final wishes, there is another type of will that you can use...
After deciding who is best suited to serve as your executor, you need to officially ask them to accept the appointment. It’s vital to know the concerns they might have after you bring up the role. This allows you to come to the meeting prepared with answers. So, what...
When you set up a trust, you can determine how a beneficiary is allowed to use their inheritance. Many people create trusts for a specific purpose. For example, perhaps you want to ensure that a beneficiary finishes college, so you use an incentive trust. You leave...
You are advancing in your career and building financial success. You may travel for work, earn a steady income and invest in stocks or retirement accounts. Estate planning might not be on your mind yet, but without it, courts will decide who manages your assets and...
You’ve worked your whole life to build something meaningful to benefit the people you care about most when you’re gone. However, you’re not sure whether your heirs are ready to handle that responsibility. Maybe they struggle with money management, have addiction...
You may create a will or trust with the best intentions, only to forget to update it after opening a new bank account, purchasing property or receiving an inheritance. This can lead to uncertainty and even conflict among your loved ones when it comes to distributing...
